We live in an age of information overload. We are bombarded by commentators and news outlets, informing us about economic releases, financial market changes and governmental decisions. However, there is a scarcity of avenues to translate these developments into usable guidance on what it means for you: for your investment decisions, for your business, for your life.
We aim to address this gap. We leverage on our experience, our data and our modelling capabilities to translate economic and financial news into a concise message, which pins down the consequences for the economic outlook, currencies and other financial variables.
ADA’s philosophy behind any analysis mixes three aspects: data and econometric modelling, deep understanding of legal and policy processes and how it has evolved historically, and cross checking of information via proprietary surveys we conduct across countries.
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In our view, the post-COVID19 recovery will be a very slow and…
We are likely to face another decade of quantitative easing and…
The result of the constitutional referendum strengthened our view that the RUB…
Since around 2001 – household surveys say that consumers’ experience…
June PMI confirmed further improvement in the recovery, though the…
Residential house price prospects are negative across the board…
Growth Ideas #1
In a world with the free movement of labour and capital, the quality of living is likely to increasingly become a key driver of the competitiveness of countries. A first area of urgent attention in our view is maternity: we invest too little in this area and the education-work cycle appears inadequate and suboptimal given the technological leap countries are going through.
Growth Ideas #2
Boosting Italy’s potential growth
Any genuinely effective economic growth strategy for Italy should begin by acknowledging that we live in a world where policies and regulation structurally favours an increasing polarisation of the financial means of companies, to the benefit of ultra large companies, but the detriment of micro, small, medium and start-up companies. There are ways to partially correct this imbalance and we think there is a unique role for the State to play here in a country of the scale of Italy.